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Balanced Portfolio

Balanced-Portfolio-medComprised of 50% Equity and 50% Fixed Income

FEATURES

  • Minimum opening amount – J$100,000.00
  • Minimum monthly contribution – J$5,000.00
  • Interest is compounded
  • Investors receive capital gains on the equity portion
  • Underlying securities – Government of Jamaica (GOJ) instruments & stocks listed on our 3 Caribbean stock exchanges and other exchanges, primarily in Blue Chip stocks.
  • —Excellent returns and outstanding performance

TERMS AND CONDITIONS

  • Add to your account at any time through salary deduction, standing order or your own cheque. Contributions can be made at any branch of Sagicor Bank or through the online banking platforms of NCB, Sagicor and CIBC FirstCaribbean Bank.
  • Statement Frequency: Quarterly

 

Products

Balanced Portfolio

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Balance your portfolio and let diversification work for you.

Equity Portfolio

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Designed for the long-term investor. This investment provides a good hedge against inflation.

Fixed Income Portfolio

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A bond portfolio comprising mainly of G.O.J bonds that yields steady returns.

Nest Egg Account

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Use time as your ally and the power of compounding to help your investment grow tax-free.

$US Dollar Maximizer

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Invest regular US$ amounts consistently. A little goes a long way!

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COVID-19 Alert

To our valued clients,

As we continue to ensure your well-being and adhere to the government's request to practice social distancing, we encourage you to avoid office visits, unless absolutely necessary.

We assure you that BPM Financial's team are readily available to assist you and can be easily accessed by email and phone.

We remind you that your requests can be emailed to client This email address is being protected from spambots. You need JavaScript enabled to view it..

Effective Thursday, May 14, 2020, and until further notice, our operational hours have been reduced to Mon - Fri, 8.30 am to 2.30 pm.

Please email us at This email address is being protected from spambots. You need JavaScript enabled to view it. or call us at 876-926-0849 with your requests or concerns.

We encourage you to continue to take all the necessary steps to remain safe and assure you that our team remains committed to serving you.

 

Sincerely,

BPM Financial Ltd.